))
Lessons in Family, Finances, and Balance
Manage episode 400274479 series 3553045
Content provided by Anna Sothen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Sothen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."
Timestamped Outline:
- (00:04:19) Financial Planning for All: Debunking the Wealth Myth
- (00:08:05) Lessons in Family, Finances, and Balance
- (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions
Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
#rvabusiness #richmondvirginia #podcast #financialplanning
Want to apply to be a guest or discuss sponsorship?
go to rvaconnected.annasothen.com/home
Or connect with me on Social Media:
TikTok @rvaconnected
YouTube @rvaconnected
Facebook @annasothenrvaconnecter
LinkedIn Anna Sothen
Instagram @annasothenrvaconnecter
If you’re reading this information, first of all, “Thank You!.
Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.
YouTube link: @rvaconnected
Want to be a guest?
Comment PODCAST GUEST, and someone on my team will reach out to you with details.
Want to become a sponsor?
Comment SPOINSOR
For more information, head over to rvaconnected.annasothen.com/home
#richmondvirginia #RVA Connected #rvasmallbusiness
26 episodes
Share
